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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,628 | $81,358-48.8% | $155,556-73.2% | $80,959-48.6% |
| Participation rate | 34.4% | 66.3%-31.9pp | 78.2%-43.8pp | 67.7%-33.3pp |
| Annual return | 13.86% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $558 | $3,106-82.0% | $4,675-88.1% | $2,757-79.8% |
| Participant deferral / active EE | $717 | $3,455-79.3% | $5,631-87.3% | $4,300-83.3% |
| Admin fee / account holder | $1,968 | $7,994-75.4% | $15,885-87.6% | $6,925-71.6% |